CRM

Contact Details

Manage an individual’s information to help generate a better relationship between you and your customers.

Navigating into the Contact's Details

  • Click on the contact's name to open details
Screencast 2018-09-19 at 10.18.20 AM

Contact Information

On the left panel you will see your contact's details:

  • First/Last Name
  • Email
  • Mobile Phone
  • Home Phone
  • Work Phone
  • VIP Discount (%)
  • Receive Newsletters
Contact Info

Company Association

You have the ability to associate one company or organization to a contact.

NOTE: It's important to keep your contacts/companies clean to ensure accurate data. A tidy CRM will help make managing your business relationships easy!

This information shown comes directly from the Company itself.

  • Click Company Name to take you into the company's details.
Company INFO Contact

Contact Address

You have a number of addresses that can be entered per a contact.

  • Click + Sign to add an address
  • Click Edit Pencil to change/edit an existing address
Contact Address

Tags

Tags are custom keywords to help you sort, filter and group your customers under a specific label.

Use Case: Tag "ISS Long Beach" to anyone you met and offered a discount to, so you can easily filter to find and apply the discount post trade show. This also helps you remember where and when you first connected with this contact or company.

Tag Manager

Tag Manager gives you the ability to edit and/or delete your tags. If you don't have contacts or companies associated to a tag, you have the ability to purge the unused tags and create new ones.

Tag Contact

Notes

Leave a high level note that everyone on your team needs to know about this contact.

Example: Steve is only available from Wednesday to Sunday from 9a - 5p EST.

Order History

Gives you a high level order summary made by the contact.

Timeline

Changes made and comments added will automatically be documented to your Timeline. Timeline gives you accountability and insight into the activities happening with the contact, anything from editing contact info to adding/removing a tag.

Leave a comment so that anyone that opens this contact can see what you discussed.

Example: "I spoke with Steve - He is good to go with the additional time needed to produce his order. Giving him a discount for his next order for any inconvenience."

IMPORTANT: Comments are internal ONLY. Contacts will not be notified via comments.

Contact FULL screen